Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,389 | $178,174-60.5% | $156,181-54.9% | $137,256-48.7% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.8%-14.5pp | 80.0%-15.7pp |
| Annual return | 20.11% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,406 | $4,972+8.7% | $4,294+25.9% | $4,156+30.1% |
| Participant deferral / active EE | $2,001 | $6,888-71.0% | $6,132-67.4% | $6,407-68.8% |
| Admin fee / account holder | $2,816 | $17,404-83.8% | $14,586-80.7% | $12,270-77.0% |